Events

Successfully managing your charity’s finances can help to fund future philanthropic projects. Benefit from our insightful training for trustees, hosted by Rupert Cecil, Head of Charities and Philanthropy at EFG Harris Allday, and Sianne Haldane, Philanthropy Consultant and Founder of Boon Impact.

With the current economic environment making it challenging for charities, Rupert will offer insights into how trustees can ensure they meet their financial objectives with a guide for charities on the basic principles of investing. Sianne will share her thoughts on ensuring trustees have the correct governance in place, how to address sustainability and that they've considered the optimum succession plan to protect the future of their charity. 

4:00pm - Registration

4:30pm - Meeting your financial obligations, hosted by Rupert Cecil and Sianne Haldane 

5:30pm - Networking and refreshments 

Register via our events page at www.efgha.com. 

Please note that places are limited for this event.